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Ball & Co Wealth Management’s Microsoft MSFT Stock Holding History

Ball & Co Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Buy
57
+1
+2% +$418 0.02% 53
2025
Q4 		$27K Hold
56
– – 0.02% 48
2025
Q3 		$29K Hold
56
– – 0.02% 57
2025
Q2 		$28K Hold
56
– – 0.03% 40
2025
Q1 		$21K Sell
56
-18
-24% -$7.34K 0.02% 40
2024
Q4 		$31K Buy
+74
New +$31.5K 0.02% 38

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ball & Co Wealth Management's MSFT Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Microsoft (MSFT) stake by 1.8% in Q1 2026, buying an estimated $418 and bringing the position to 57 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #53.

Ball & Co Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $31K in Q4 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ball & Co Wealth Management held 57 shares of Microsoft worth $21K as of Q1 2026.
  • Ball & Co Wealth Management bought 1 Microsoft share in Q1 2026, an estimated $418.
  • Microsoft made up 0.02% of Ball & Co Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Ball & Co Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Ball & Co Wealth Management's Microsoft position peaked at $31K in Q4 2024.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.